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Carlson Financial is a retirement planning and
wealth management firm serving the pre-retirees
and retirees of all of Northeast Kansas, Virginia Beach, Richmond and Colorado Springs.

Our Mission

Carlson Financial’s mission is to help provide retirees and aspiring retirees with more secure retirement income strategies. Our primary focus is to help make sure our clients never run out of income in retirement; no matter how long they live or how the stock market performs.

We’re here to help you feel at home
with your financial plan

Carl Carlson, CEO & Founder

of Carlson Financial has dedicated his entire life to the financial services industry and started the business in 2012. He strives to offer clients’ the most advanced products and strategies available. Investment Advisory Services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Advisor.

Get In touch!

If you would like to learn more about Carlson Financial or would like to schedule a no-obligation complimentary consultation, please contact us today!

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Carlson, Investment Management, Virginia Beach, VA